Client Investment Advisor (Hybrid)

Morgan Stanley; Chicago (IL); Hybrid; USD 28,000 - 39,000; Full time

Benefits offered by this job

Hybrid work environment

Tuition and licensing reimbursement

401(k) with company matching

Paid time off

Health care (medical, dental, vision)

Stock Purchase Program

Parental leave

Diversity and inclusion programs

Job summary

Morgan Stanley is seeking a Financial Services Representative to provide exceptional customer service, educate clients on products, and drive sales in a hybrid office environment in the United States. The role emphasizes integrity, collaboration, and ongoing learning about investments and markets to tailor solutions for each client.

Ideal candidates hold a bachelor’s degree in Finance/Business or related field, have at least two years in a customer-facing role, and can operate in a hybrid

Qualifications

• Bachelor’s degree in Finance, Business Management or Administration or equivalent combination of education, training and experience.
• At least 2 years in a customer-facing role.
• Must be flexible to work a hybrid schedule (3 days in office).
• Authorized to work in the United States without sponsorship now or in the future.

Responsibilities

• Provide excellent customer service by identifying needs and offering best solutions.
• Educate customers on Morgan Stanley’s competitive advantages and relevant products.
• Drive sales by engaging customers and identifying new opportunities.
• Follow processes and manage time efficiently.
• Learn about investments and markets to address client investment needs.
• Help identify opportunities to retain clients and mitigate risk.
• Maintain integrity and comply with Morgan Stanley’s Code of Conduct.
• Collaborate with other groups to resolve customer issues.
• Participate in other projects as needed.

Skills

Customer service

Sales mindset

Communication

Education

Bachelor’s degree in Finance, Business or Admin

Job description

Morgan Stanley is seeking a Financial Services Representative to provide exceptional customer service, educate clients on products, and drive sales in a hybrid office environment in the United States. The role emphasizes integrity, collaboration, and ongoing learning about investments and markets to tailor solutions for each client.

Ideal candidates hold a bachelor’s degree in Finance/Business or related field, have at least two years in a customer-facing role, and can operate in a hybrid